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Name Holding Trade Value Shares
Change
Change in
Stake
AP
551
Americana Partners
Texas
$256K -$14.5K -181 -5%
CPIG
552
Chicago Partners Investment Group
Illinois
$255K -$139K -1,739 -31%
AWA
553
Arkadios Wealth Advisors
Georgia
$253K +$48.3K +603 +23%
QCG
554
Quadrant Capital Group
Ohio
$249K +$205K +2,560 +403%
KA
555
Klingman & Associates
New York
$248K +$6.33K +79 +3%
KRW
556
Kaufman Rossin Wealth
Florida
$245K +$252K +3,148 New
CI
557
CX Institutional
Indiana
$245K +$252K +3,144 New
DWA
558
Douglass Winthrop Advisors
New York
$240K
NAS
559
Nicolet Advisory Services
Wisconsin
$238K +$17K +212 +6%
IP
560
Interval Partners
New York
$234K -$6.17M -77,000 -96%
FNBT
561
FineMark National Bank & Trust
Florida
$232K -$8.58K -107 -3%
SBIA
562
Sheaff Brock Investment Advisors
Indiana
$227K
C1AG
563
Client 1st Advisory Group
Florida
$223K
AWM
564
Apollon Wealth Management
South Carolina
$223K -$8.5K -106 -4%
EC
565
EntryPoint Capital
New York
$223K -$179K -2,233 -44%
PA
566
Profund Advisors
Maryland
$218K -$76.8K -958 -25%
SAM
567
Shell Asset Management
Netherlands
$213K -$38K -474 -15%
Lido Advisors
568
Lido Advisors
California
$212K -$31K -387 -12%
MSA
569
MUFG Securities Americas
New York
$212K +$34.9K +435 +19%
VA
570
Vident Advisory
Georgia
$212K -$9.8M -122,300 -98%
GLA
571
Good Life Advisors
Pennsylvania
$211K +$13K +162 +6%
CCM
572
Coldstream Capital Management
Washington
$211K +$15K +187 +7%
WANY
573
Wealthspire Advisors (New York)
New York
$209K -$6.97K -87 -3%
WWC
574
Waypoint Wealth Counsel
Georgia
$208K +$214K +2,672 New
VIM
575
Vinva Investment Management
Australia
$207K +$218K +2,724 New